Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810B
AUM Growth
+$67.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,536
New
Increased
Reduced
Closed

Top Buys

1
+$4.74B
2
+$1.3B
3
+$1.14B
4
DASH icon
DoorDash
DASH
+$1.02B
5
U icon
Unity
U
+$988M

Top Sells

1
+$1.99B
2
+$1.42B
3
+$1.08B
4
MSFT icon
Microsoft
MSFT
+$767M
5
DOCU icon
DocuSign
DOCU
+$663M

Sector Composition

1 Technology 20.56%
2 Healthcare 9.55%
3 Financials 9.27%
4 Consumer Discretionary 8.7%
5 Communication Services 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5676
$311K ﹤0.01%
90,633
-175,432
5677
$311K ﹤0.01%
27,569
-2,329
5678
$310K ﹤0.01%
24,053
+22,632
5679
$309K ﹤0.01%
6,093
5680
$308K ﹤0.01%
1,192
+209
5681
$308K ﹤0.01%
11,016
-16,122
5682
$307K ﹤0.01%
11,584
+3,476
5683
$306K ﹤0.01%
44,808
+9,853
5684
$306K ﹤0.01%
91,600
5685
$306K ﹤0.01%
2,522
-1,485
5686
$305K ﹤0.01%
12,529
+10,017
5687
$305K ﹤0.01%
107,372
-167,681
5688
$303K ﹤0.01%
20,204
5689
$303K ﹤0.01%
28,331
+26,897
5690
$302K ﹤0.01%
69,207
+17,265
5691
$301K ﹤0.01%
38,008
-43,848
5692
$301K ﹤0.01%
4,433
+1,000
5693
$301K ﹤0.01%
401
+248
5694
$300K ﹤0.01%
58,530
-65,381
5695
$300K ﹤0.01%
40,718
-17,557
5696
$299K ﹤0.01%
5,911
-1,392
5697
$299K ﹤0.01%
36,810
+702
5698
$299K ﹤0.01%
31,132
-1,763
5699
$298K ﹤0.01%
5,196
-3,626
5700
$297K ﹤0.01%
27,404
+996
226 227
228
229 230